See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,383 | $112,096+86.8% | $95,952+118.2% | $158,922+31.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.07% | 171.09%-163.0pp | 91.61%-83.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $11,641 | $3,198+264.0% | $2,541+358.1% | $4,761+144.5% |
| Participant deferral / active EE | $7,175 | $4,784+50.0% | $4,167+72.2% | $5,982+19.9% |
| Admin fee / account holder | $1,236 | $10,130-87.8% | $6,795-81.8% | $11,246-89.0% |